InvestmentNews’ inaugural Hot List survey closes this Friday, Sept. 8.
Readers are invited to nominate industry professionals who made a significant impact in 2023 to be recognized in this prestigious list. Financial advisors, wealth management professionals and executives who have at least 10 years of experience will be considered.
If you or someone you know deserves this recognition, take a few minutes to fill out this form.
The successful candidates will be announced in the December issue of InvestmentNews.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
